+1,810.6%
AXTI vs FIVE
+66.5%
+1,744.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.8% |
| 7D | +5.1% | -3.0% | +8.1% | +7.3% |
| 30D | -17.5% | +2.7% | -20.2% | -19.8% |
| 3M | -26.7% | +21.1% | -47.8% | -35.4% |
| 6M | +36.8% | +11.9% | +24.8% | +19.1% |
| YTD | +296.1% | +29.9% | +266.3% | +203.4% |
| 1Y | +1,810.6% | +67.8% | +1,742.8% | +1,115.0% |
| All | +1,810.6% | +66.5% | +1,744.1% | +1,115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIVE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling